Rise Advisors, LLC
● SEC registered since 2020CRD 309760SEC# 801-119066Rochester, NY
Reg. AUM
$441.2M
Employees
9
Accounts
1,354
Location
Rochester, NY
Rise Advisors, LLC assets under management
Rise Advisors, LLC is an SEC-registered investment adviser based in Rochester, NY. The firm has been registered since 2020. It reports $441.2 million in regulatory assets under management and employs 9 people.
Rise Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Bradford Jones Control | Partner | 25-50% | 2020 |
| Stephanie Michel Kelm Control | Cco, Partner | 25-50% | 2020 |
| Zachary Maxwell Harrington Control | Partner | 25-50% | 2020 |
Frequently asked questions
How much does Rise Advisors, LLC manage?
Rise Advisors, LLC reports $441.2 million in regulatory assets under management on its Form ADV.
How many employees does Rise Advisors, LLC have?
Rise Advisors, LLC reports 9 employees.
Where is Rise Advisors, LLC located?
Rise Advisors, LLC is based in Rochester, NY and has been SEC-registered since 2020.
Does Rise Advisors, LLC disclose fund performance?
Rise Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Linden Oaks, Suite 120, Rochester, NY 14625 |
| Phone | 585-565-3444 |
| Fax | 585-565-3444 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1831316 |
| Discloses disciplinary history | No |
Regulatory AUM
$441.2M▲ 76%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$441.2Mregulatory AUM
Discretionary $417MNon-discretionary $24.1M